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Geneos Wealth Management Inc.: EFAV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on EFAV, newest first. How the timeline and the estimate are built.

Geneos Wealth Management Inc. held 209,918 EFAV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,918 shares
    Change vs previous 13F -4,004 shares

    0.38% of the 13F portfolio, value $18,411,900.

    13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 213,922 shares
    Change vs previous 13F +106,290 shares

    0.45% of the 13F portfolio, value $19,546,067.

    13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 107,632 shares
    Change vs previous 13F +2,798 shares

    0.23% of the 13F portfolio, value $9,283,295.

    13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 104,834 shares
    Change vs previous 13F -5,187 shares

    0.23% of the 13F portfolio, value $8,893,090.

    13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 110,021 shares
    Change vs previous 13F -136,135 shares

    0.23% of the 13F portfolio, value $9,248,387.

    13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 246,156 shares
    Change vs previous 13F +135,710 shares

    0.28% of the 13F portfolio, value $19,180,470.

    13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 110,446 shares
    Change vs previous 13F +219 shares

    0.27% of the 13F portfolio, value $7,809,634.

    13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 110,227 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $8,454,411.

    13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).